See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,521 | $159,602-77.1% | $150,045-75.7% | $142,382-74.4% |
| Participation rate | 60.9% | 84.0%-23.1pp | 82.3%-21.5pp | 80.1%-19.3pp |
| Annual return | 19.70% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,968 | $4,961-60.3% | $4,693-58.1% | $4,299-54.2% |
| Participant deferral / active EE | $2,922 | $8,310-64.8% | $7,997-63.5% | $6,507-55.1% |
| Admin fee / account holder | $737 | $14,846-95.0% | $13,435-94.5% | $12,624-94.2% |